process_holds
Differences
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process_holds [2020/04/26 09:44] – created mibase | process_holds [2020/05/09 16:28] (current) – mibase | ||
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- | Processing Holds | + | ====== |
Go to Members and filter **Appointments Today**, or if you want to package all your holds then select filter = **Toys with Holds** | Go to Members and filter **Appointments Today**, or if you want to package all your holds then select filter = **Toys with Holds** | ||
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+ | ===== Print Report ===== | ||
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+ | Print picking report and collect the toys (a double star means the toy has a found piece). | ||
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+ | To print report, click on the grey Print button on the RHS top of the page (next to email button) | ||
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+ | **Select all** - select **Member Holds** report - **Open Report** | ||
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+ | {{: | ||
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+ | Printed report looks like below.. | ||
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+ | {{: | ||
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+ | <color red> | ||
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+ | **Home - Reports - Add Report to Reports List** | ||
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+ | {{: | ||
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+ | {{: | ||
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+ | ===== In MiBase members page ===== | ||
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for each member with holds (and or appointments) click on the row, this will show the **member pane**. | for each member with holds (and or appointments) click on the row, this will show the **member pane**. | ||
- | for toy on hold for the selected member (Donal Duck), | + | {{: |
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+ | for each of the toys on hold for the selected member (Donald | ||
- | find the toy and put it aside | ||
click on the word <color red> | click on the word <color red> | ||
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+ | {{: | ||
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+ | After the members have collected the toys, click on the member row, this will show the member pane, click **Loan Toys** to navigate to Loans page with preloaded member details. | ||
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+ | {{: | ||
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+ | click on **Loan All Holds** | ||
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+ | you can Loan a toy from the holds list one at a time, to do this click on row in toy holds, this will load the toy on the right hand side of the page and press **Loan Toy** | ||
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+ | **NOTE:** to delete a hold, click on the row in the holds table, and press the Red **delete hold** button (Toy Details) | ||
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+ | Click **Members** from the **main menu** | ||
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+ | When the toys are returned go to [[quarantine|Return Toy Instructions]] fro quarantined Toys | ||
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+ | //It is in this page that you can delete a hold if the toy cannot be found, and loan any substituted toys.// | ||
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+ | If the Toy bundle is not collected by the member then return the toys to the library and **return all** in mibase. | ||
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process_holds.1587858246.txt.gz · Last modified: 2020/04/26 09:44 by mibase